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Toews Agility Shares Managed Risk ETF

44 hedge funds and large institutions have $301M invested in Toews Agility Shares Managed Risk ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

16% more funds holding

Funds holding: 3844 (+6)

2% more capital invested

Capital invested by funds: $295M → $301M (+$6.68M)

0.14% more ownership

Funds ownership: 92.39%92.52% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.54%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
18
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$81.2M +$3.49M +96,276 +5%
BCI
2
Brinker Capital Investments
Pennsylvania
$70.8M +$2.46M +67,809 +4%
SEM
3
Strategic Equity Management
Arizona
$34.9M -$12.8M -352,220 -27%
Osaic Holdings
4
Osaic Holdings
Arizona
$21.5M -$1.37M -37,814 -6%
MI
5
Moneywise Inc
Virginia
$16.9M -$5.3M -145,983 -24%
HWM
6
HFG Wealth Management
Texas
$12.1M -$89.1K -2,455 -0.7%
VH
7
Visionary Horizons
Tennessee
$9.61M +$598K +16,486 +7%
RFWA
8
RPg Family Wealth Advisory
Massachusetts
$8.78M +$36 +1 +0%
CAL
9
Capital Analysts LLC
Pennsylvania
$6.37M -$67.6K -1,862 -1%
AFP
10
Ausdal Financial Partners
Iowa
$5.45M +$1.06M +29,105 +24%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$4.2M +$4.14M +114,192 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.92M +$219K +6,034 +6%
RAS
13
RPS Advisory Solutions
Kentucky
$3.16M +$3.12M +85,970 New
CIAS
14
CFS Investment Advisory Services
New Jersey
$3.15M +$259K +7,140 +9%
CW
15
CreativeOne Wealth
Kansas
$2.81M +$885K +24,379 +47%
TC
16
Toews Corporation
New Jersey
$2.77M +$420K +11,580 +18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.44M -$350K -9,630 -13%
DAS
18
Dynamic Advisor Solutions
Arizona
$2.16M -$588K -16,209 -22%
KPWS
19
Kestra Private Wealth Services
Texas
$1.95M +$73.1K +2,014 +4%
SOS
20
Silver Oak Securities
Tennessee
$1.01M -$122K -3,353 -11%
GS
21
GTS Securities
New York
$932K +$89.1K +2,456 +11%
TAM
22
TCP Asset Management
Ohio
$827K +$815K +22,465 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$716K +$64.2K +1,769 +10%
PA
24
PFG Advisors
Arizona
$583K -$48K -1,322 -8%
GM
25
GeoWealth Management
Illinois
$422K

MRSK Hedge Fund Activity: Q4 2025 in Review

44 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Toews Agility Shares Managed Risk ETF (MRSK) for Q4 2025, worth a combined $301M — up 2.3% from $295M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MRSK positions and 0 closed out — a net gain of 6 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $4.14M. The largest seller was Strategic Equity Management, cutting an estimated $12.8M.

  • 44 institutional investors held Toews Agility Shares Managed Risk ETF (MRSK) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $301M of Toews Agility Shares Managed Risk ETF stock for Q4 2025, up 2.3% quarter-over-quarter.
  • 6 funds opened new Toews Agility Shares Managed Risk ETF positions in Q4 2025 and 0 closed out, a net change of +6 holders.
  • The largest Toews Agility Shares Managed Risk ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $4.14M added.
  • The largest Toews Agility Shares Managed Risk ETF seller in Q4 2025 was Strategic Equity Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2025.